Carlson Capital Management Lowers Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Carlson Capital Management trimmed its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 99,247 shares of the company’s stock after selling 3,874 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 0.2% of Carlson Capital Management’s holdings, making the stock its 22nd largest position. Carlson Capital Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,524,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of DFAT. Raymond James Financial Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $69,228,000. Elser Financial Planning Inc purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $39,304,000. Tumwater Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $30,702,000. Pure Financial Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 12.9% during the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after acquiring an additional 458,509 shares during the last quarter. Finally, Financial Harvest LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $22,206,000.

Dimensional U.S. Targeted Value ETF Trading Up 1.2 %

Shares of DFAT opened at $52.28 on Tuesday. The company has a market capitalization of $10.20 billion, a price-to-earnings ratio of 13.05 and a beta of 1.05. The stock has a 50 day moving average of $55.61 and a 200 day moving average of $56.19. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75.

Dimensional U.S. Targeted Value ETF Company Profile

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.